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VO and SaaS

Get started with Virtual Office CS or SaaS

Get set up to work with CS Professional Suite and Microsoft Office application data in the Virtual Office CS or Software as a Service (SaaS) environment.
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You can open applications in Virtual Office CS or SaaS from the navigation pane. If there's no link for the application, then you don't have access to it here.
  1. Download and install Azure Virtual Desktop (AVD).
  2. Migrate data from your locally installed applications.
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    You can migrate data from the following:
    • Accounting CS, FileCabinet CS, Fixed Assets, Planner CS, Practice CS, Toolbox CS, UltraTax CS, Workpapers CS.
    • PPC SMART Practice Aids, PPC SMART Firm Library, and PPC SMART Single Audit.
    • Microsoft Outlook 2021, 2016.
    • Microsoft Excel, OneNote, PowerPoint, Publisher, and Word (version 2021, 2016).
  3. If you use Microsoft Outlook, configure Outlook to receive POP3, IMAP, or Exchange email in the Virtual Office CS or SaaS environment.
  4. If you use UltraTax CS and scan bar codes on W-2s and Schedules K-1 (for 1120S, 1065, and 1041 entities), install the UltraTax CS Bar Code Scan utility.
  5. If you use Fixed Assets Inventory in Fixed Assets CS and scan bar codes for physical inventories, configure the bar code scanner.

This article applies to:

  • PRODUCT: Virtual Office CS

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